Large & Mid CapHold

Whiteoak Capital Large & Mid Cap

WhiteOak · Direct–Growth · rank #8 / 36 Smart Score ke hisaab se

Data updated 07 Sept 2026

Whiteoak Capital Large & Mid Cap ka score 61/100 hai — 36 mein #8 Large & Mid Cap fund (Hold). Mazbooti: alpha (category mein 77th percentile) aur utaar-chadhaav (category mein 68th percentile). Kamzori: fund size (category mein 35th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)

1 saal

8.8%

+3.6% index ke muqable

3 saal

—

5 saal

—

Launch se

14.7%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2024

27.6%

2025

8.3%

2026

3.7%

Risk metrics

Sharpe ratio

0.57

↑ jitna zyada, utna accha

Sortino ratio

0.77

↑ jitna zyada, utna accha

Std deviation

14.51

↓ jitna kam, utna accha

Alpha

3.32

↑ jitna zyada, utna accha

Beta

0.93

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Large And Mid Cap

3 saal 23.5%

Motilal Oswal Large And Midcap

3 saal 23.2%

ICICI Pru Large & Midcap

3 saal 16.6%

Bandhan Large & Mid Cap

3 saal 18.9%

Research aur education ke liye — investment advice nahi.

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